FreshBooks is a cloud-based accounting software designed for small businesses. It makes accounting and invoicing easy, fast, and secure. Used by millions of service-based business owners, FreshBooks is the top choice for everyday invoicing and simple time and expense tracking.

eazyBI greatly extends the standard FreshBooks reporting suite with an advanced, easy-to-use, and flexible visualization, analysis, and reporting system. You can connect to FreshBooks and perform your first import in minutes. Regular daily updates will be imported automatically, so your charts will always have the latest data.

When you connect to your FreshBooks account, we will prepare several predefined sample reports and charts to get you started. Then you can easily create custom reports,chartsand dashboards for your specific needs.

Time (year / quarter / month / day hierarchy and year / week / day hierarchy)

Currency conversion

If you have projects and invoices in multiple currencies then for reporting total amounts you need to convert them to one currency. eazyBI downloads current currency rates from the European Central Bank (from http://www.ecb.europa.eu/stats/eurofxref/eurofxref-daily.xml) and defines calculated measures that convert project or invoice amounts to EUR and USD. If you want to convert all amounts to different currency then define new calculated measures using USD calculated measures asexample.

Please take into account that currency conversion is always done using current currency rates and not historical currency rates and therefore totals might not be the same as in your accounting. eazyBI reports totals in one currency are meant just to get approximate total amounts that should be good enough for management reporting.

Link from eazyBI reports to FreshBooks pages

If in eazyBI reports you click on client, project or invoice dimension member then in action list you will see Go to source link - when clicking on it new FreshBooks application page will be opened with corresponding data. It can be very useful to see summary overview in eazyBI and when necessary you can go to detailed FreshBooks page for selected item.